Income and benefits
Model annuity income or an existing fixed annuity account
Choose between a recurring annuity payment and an asset balance based on what you actually own.
When this applies
Use this for an annuity already owned. A quoted future annuity purchase is better explored in a What-if with current limitations visible.
How to enter it
- Use Income & Benefits > Type: Annuity for a contracted recurring payment.
- Use Accounts & Holdings > Fixed annuity for a retained account value.
- Do not enter the same economic value both ways unless the contract truly has both an accessible balance and a separate payment.
How YARCalc uses it
- Income streams affect annual cash flow; accounts grow and can fund withdrawals according to account behavior.